Shield Insurance

OUR APPROACH

What's the shield protecting your practice?

Shield Insurance is a privately-owned firm specializing in protection for financial advisors.

Errors & Omissions (E&O) insurance
Director's & Officer's insurance
Regulatory Investigations defense
Loss of Reputational Value

Arm yourself against attacks.

Unforeseen risk, unpredictable clients and ever-expanding regulatory requirements can threaten your prosperity as an advisor. We'll analyze your insurance needs based on your practice and customize the best coverage for you.

By advisors, for advisors.

Shield Insurance was built by and continues to be owned by financial advisors just like you. We understand what it takes to run a practice like yours, and we're invested in protecting the success you've worked so hard to achieve.

Protect your Future.